VIPI
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Vista Investment Partners II’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Vista Investment Partners II’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,802
Closed -$228K – 136
2025
Q1 		$228K Sell
4,802
-156
-3% -$7.31K 0.13% 112
2024
Q4 		$230K Buy
+4,958
New +$234K 0.14% 110

Other funds holding EAGG

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vista Investment Partners II's EAGG Position: Q2 2025 in Review

Vista Investment Partners II sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 4,802 shares — an estimated $228K sold.

Vista Investment Partners II first reported a position in EAGG in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 415 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Vista Investment Partners II reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 4,802 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $228K.
  • Vista Investment Partners II first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Vista Investment Partners II's iShares ESG Aware US Aggregate Bond ETF position peaked at $230K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Vista Investment Partners II's 13F filing for Q2 2025, filed 7 Aug 2025.